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BNY

Bank of New York Mellon

1,252 hedge funds and large institutions have $36.1B invested in Bank of New York Mellon in 2024 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 405 increasing their positions, 466 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 63

41% more call options, than puts

Call options by funds: $227M | Put options by funds: $161M

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

7% more funds holding

Funds holding: 1,1651,252 (+87)

7% more capital invested

Capital invested by funds: $33.8B → $36.1B (+$2.33B)

1.17% less ownership

Funds ownership: 84.44%83.27% (-1.2%)

13% less repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 466

Holders
1,252
Holders Change
+87
Holders Change %
+7.47%
% of All Funds
18.02%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
164
Increased
405
Reduced
466
Closed
63
Calls
$227M
Puts
$161M
Net Calls
+$66.3M
Net Calls Change
-$3.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.22B -$67.1M -1,218,424 -2%
BlackRock
2
BlackRock
New York
$3.66B -$42M -762,105 -1%
Dodge & Cox
3
Dodge & Cox
California
$3.19B -$185M -3,363,215 -6%
State Street
4
State Street
Massachusetts
$1.88B -$42.3M -768,779 -2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.01B +$24.3M +441,470 +3%
Artisan Partners
6
Artisan Partners
Wisconsin
$997M -$137M -2,493,231 -13%
Norges Bank
7
Norges Bank
Norway
$934M +$31.8M +578,491 +4%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$923M -$11.1M -202,362 -1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$741M +$44M +799,422 +7%
DSA
10
Davis Selected Advisers
Arizona
$593M -$128M -2,318,940 -18%
Nuveen
11
Nuveen
North Carolina
$580M +$76.3M +1,386,778 +16%
Ameriprise
12
Ameriprise
Minnesota
$576M +$84.1M +1,526,784 +18%
Harris Associates
13
Harris Associates
Illinois
$533M +$26.2M +476,309 +5%
American Century Companies
14
American Century Companies
Missouri
$527M -$35.7M -648,445 -7%
Amundi
15
Amundi
France
$514M -$119M -2,162,238 -19%
Northern Trust
16
Northern Trust
Illinois
$496M -$24.8M -449,614 -5%
Wells Fargo
17
Wells Fargo
California
$488M -$10.6M -192,807 -2%
Victory Capital Management
18
Victory Capital Management
Texas
$462M -$23.3M -422,503 -5%
Morgan Stanley
19
Morgan Stanley
New York
$454M -$404M -7,333,848 -48%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$421M -$122M -2,215,821 -23%
LSV Asset Management
21
LSV Asset Management
Illinois
$420M -$4.95M -89,896 -1%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$392M +$2.24M +40,622 +0.6%
Legal & General Group
23
Legal & General Group
United Kingdom
$385M +$48.6K +882 +0%
Invesco
24
Invesco
Georgia
$328M -$12.3M -223,321 -4%
UBS AM
25
UBS AM
Illinois
$308M -$1.21M -21,974 -0.4%

BNY Hedge Fund Activity: Q1 2024 in Review

1,252 of the 6,948 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q1 2024, worth a combined $36.1B — up 6.9% from $33.8B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new BNY positions and 63 closed out — a net gain of 101 holders — while 405 added to existing stakes and 466 trimmed.

The largest buyer was Millennium Management, adding an estimated $113M. The largest seller was Longview Partners, exiting entirely with an estimated $578M sold.

  • 1,252 institutional investors held Bank of New York Mellon (BNY) as of Q1 2024, up from 1,165 in Q4 2023.
  • Funds reported $36.1B of Bank of New York Mellon stock for Q1 2024, up 6.9% quarter-over-quarter.
  • 164 funds opened new Bank of New York Mellon positions in Q1 2024 and 63 closed out, a net change of +101 holders.
  • The largest Bank of New York Mellon buyer in Q1 2024 was Millennium Management, an estimated $113M added.
  • The largest Bank of New York Mellon seller in Q1 2024 was Longview Partners, an estimated $578M sold.

Based on aggregated 13F filings for Q1 2024.